+32.7%
KO vs WM
+0.5%
+32.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -0.8% | -1.2% | +0.4% | -0.4% |
| 30D | +0.8% | -4.5% | +5.3% | +2.3% |
| 3M | +8.3% | -2.2% | +10.5% | +9.4% |
| 6M | +14.0% | -11.5% | +25.5% | +17.2% |
| YTD | +26.9% | -0.7% | +27.6% | +26.5% |
| 1Y | +32.7% | +0.3% | +32.3% | +30.4% |
| All | +32.7% | +0.5% | +32.1% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling